See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,993 | $29,660+510.2% | $56,411+220.8% | $80,856+123.8% |
| Participation rate | 91.2% | 41.6%+49.5pp | 52.5%+38.7pp | 67.6%+23.5pp |
| Annual return | 1060.79% | 35.23%+1025.6pp | 1701.33%-640.5pp | 35.59%+1025.2pp |
| Employer contribution / active EE | $47,522 | $669+6999.9% | $1,039+4475.3% | $2,755+1625.1% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,600 | $2,428+171.9% | $2,829+133.3% | $6,918-4.6% |